Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,531 | $160,070-29.1% | $147,117-22.8% | $145,897-22.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.77% | 98.69%-91.9pp | 420.54%-413.8pp | 552.29%-545.5pp |
| Employer contribution / active EE | $1,062 | $5,285-79.9% | $4,932-78.5% | $4,663-77.2% |
| Participant deferral / active EE | $11,582 | $8,419+37.6% | $8,065+43.6% | $6,689+73.1% |
| Admin fee / account holder | $1,376 | $15,035-90.9% | $12,993-89.4% | $13,390-89.7% |